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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
726
Vident Investment Advisory
Vident Investment Advisory
Georgia
$2.79M +$194K 7 0.37% Increased
727
AWCI
Alpine Woods Capital Investors
New York
$2.76M +$252K 1 0.14% Increased
728
NSIM
North Star Investment Management
Illinois
$2.75M +$593K 3 0.51% Increased
729
MSR
Main Street Research
Connecticut
$2.74M +$2.43M 1 0.56% New
730
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.73M -$781K 5 0.02% Reduced
731
Marshall Wace
Marshall Wace
United Kingdom
$2.72M -$2.77M 4 0.04% Reduced
732
AWP
Ascent Wealth Partners
New York
$2.7M +$41.3K 1 1.49% Increased
733
DCC
Dow Chemical Company
Michigan
$2.7M $0 1 0.25% Maintained
734
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.68M $0 1 1.13% Maintained
735
FPA
Fieldpoint Private Advisors
New York
$2.67M +$109K 1 1.67% Increased
736
BTNA
Bremer Trust National Association
Minnesota
$2.67M -$175K 2 0.8% Reduced
737
Global X Management Company
Global X Management Company
New York
$2.66M +$108K 4 0.15% Increased
738
BB&T Securities
BB&T Securities
Virginia
$2.65M -$572K 3 0.06% Reduced
739
Perpetual Ltd
Perpetual Ltd
Australia
$2.63M +$244K 1 0.3% Increased
740
RAM
Redmond Asset Management
Virginia
$2.62M +$159K 1 1.29% Increased
741
AFG
Albion Financial Group
Utah
$2.61M +$105K 3 0.43% Increased
742
RNC Capital Management
RNC Capital Management
California
$2.61M -$38K 1 0.22% Reduced
743
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$2.61M +$65.6K 1 1.85% Increased
744
LG
LaFleur & Godfrey
Michigan
$2.61M $0 1 0.72% Maintained
745
ACM
Argentus Capital Management
Texas
$2.6M +$2.72M 1 0.4% New
746
MSU
Maple Securities USA
New Jersey
$2.58M +$2.24M 1 0.25% Increased
747
GACM
Global Alpha Capital Management
Quebec, Canada
$2.58M +$2.43M 1 2.08% New
748
SVP
Springbank Value Partners
New York
$2.57M -$546K 2 4.63% Reduced
749
Coldstream Capital Management
Coldstream Capital Management
Washington
$2.57M +$88.3K 2 0.67% Increased
750
BCM
BTC Capital Management
Iowa
$2.56M +$468K 1 0.6% Increased